Proposal to increase the value of a penalty unitFeb 20 2024
The Government has proposed to increase the value of a penalty unit which is just another reason to consider a corporate trustee for your SMSF.
Market Snapshot: January 2024Feb 13 2024
In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for January 2024.
Can you afford to retire early?Feb 13 2024
Many Australians caught in the nine-to-five grind of working for a living dream of the possibility of taking early retirement, spending their days travelling or playing golf or doing nothing much at all.
5 tips for starting your own successful businessFeb 6 2024
Many people have great business ideas but are often overwhelmed when they look to turn their idea into a thriving business. Here are 5 tips for translating your dream into reality.
A Self-Employed Superannuation GuideJan 22 2024
Often, self-employed people prefer reinvesting back into their businesses, hesitant to stash money away in superannuation. Yet, there's a compelling case for setting aside a slice of your earnings.
Market Snapshot: December 2023Jan 15 2024
In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for December 2023.
Five Tips to Improve your Financial WellbeingJan 15 2024
In these ever-changing and uncertain times in society, there has never been a greater emphasis on our health and wellbeing.
Market Snapshot: November 2023Dec 14 2023
In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for November 2023.
How much should I have in my emergency fund?Dec 14 2023
It’s the most common story financial professionals hear. Unfortunately, too many people fail to set aside emergency savings to see them through life’s hiccups.
Record-keeping checklistNov 15 2023
The ACNC has released a record-keeping checklist to promote good record-keeping practice and to support charities in meeting their ACNC obligations.
Charities must disclose their related-party dealingsNov 15 2023
New questions in the recently launched 2023 AIS require charities to disclose their dealings with related parties.
ACNC releases AIS findingsNov 15 2023
The ACNC has released findings from 250 annual information and financial statements submitted for the 2021 reporting period.
Market Snapshot: October 2023Nov 14 2023
In this month’s market snapshot, we take a glimpse at what the market has been up to and what the key developments were for October 2023.
Superannuation - It's not a case of set and forgetNov 14 2023
The government regularly reminds us that each Australian must take responsibility for funding their future.
Roadmap to retiring youngNov 14 2023
The dream of retiring young is one that captivates many peoples’ imaginations. The freedom to live life on your own terms, doing what you want, when you want is undeniably appealing, but is it attainable?
Market Snapshot: September 2023Oct 9 2023
In this month’s market snapshot, we take a glimpse at what the market has been up to and what the key developments were for September 2023.
Achieving Financial FreedomOct 9 2023
We all have different desires and goals in life, but most of us share the dream that one day we would like to achieve our particular version of ‘financial freedom’.
Don't wait until your 60's to see a Financial AdviserOct 9 2023
Ask most 30 year olds who their financial planner is and the typical response might be ‘huh?’ After all, financial advisers are for older people with plenty of money to invest, aren’t they?
GST MisunderstandingsSep 12 2023
This article looks at some of the common traps small business operators can fall into when calculating and preparing their BAS returns.
Market Snapshot: August 2023Sep 10 2023
In this month’s market snapshot, we take a glimpse at what the market has been up to and what the key developments were for August 2023.
The Pillars of Retirement IncomeSep 10 2023
While older Australians are reportedly among the wealthiest retirees in the world, much of their wealth is tied up in their family home, leaving many to worry about how they will find the money to pay for their day-to-day expenses when they stop work.
Estate Planning is not just for retirementAug 22 2023
Many people think that Estate Planning is only for people who are close to retirement, especially if we fall into the trap of thinking that Estate Planning is just about getting a will. But did you know that Estate Planning addresses key protection strategies whilst you’re still alive?
Unlocking the potential of Aged Pension and Superannuation benefitsAug 22 2023
The Australian Aged Pension scheme provides a wonderful safety net for those with limited assets in retirement, although many remain confused by how their age pension entitlements differ from so called superannuation income streams.
Market Snapshot: July 2023Aug 22 2023
In this months market snapshot, we take a glimpse at what the market has been up to and what the key developments were for July 2023.
Reporting related-party transactionsAug 17 2023
In 2023 annual information statements, all but basic religious charities will be required to report their related-party transactions to the ACNC due to changes announced in November 2021.
Adhering to ACNC's governance standardsAug 17 2023
The ACNC's governance standards is a set of core principles dealing with how a charity should be run. It's timely to review your compliance with them.
Six Steps to a Happy New Financial YearJul 7 2023
The new financial year provides an opportunity for a fresh start for your finances. Make this the financial year you get on top of yours… for good!
Market Snapshot: June 2023Jul 6 2023
In this months market snapshot, we take a glimpse at what the market has been up to and what the key developments were for June 2023.
Total Super Balance and Transfer Balance Cap IndexationJun 19 2023
Along with increasing term deposit and savings interest rates, one of the few benefits of the recent rise in inflation is that some important superannuation thresholds are increasing from 1 July 2023.
Planning for your future retirementJun 16 2023
Millennials in Australia are facing an unprecedented challenge when it comes to planning for retirement.
Market Snapshot: May 2023Jun 15 2023
In this months market snapshot, we take a glimpse at what the market has been up to and what the key developments were for May 2023.
Four Time-Tested Investment Strategies for Young InvestorsJun 13 2023
Young investors have greater access to education around investing, more diverse opportunities for investing, as well as a rise in social media content creators creating communities around building wealth – making this topic much more popular among younger generations.
ATO Focus Areas for 2023 Tax YearJun 13 2023
The Australian Taxation Office (ATO) has announced its top key focus areas for the tax year, basing the list on the priority areas they often see mistakes being made.
How to plan for the longest “holiday” of your lifeMay 18 2023
Budgeting for retirement is like preparing your suitcase for an epic journey! Packing the right items and planning ahead is essential to ensure you don't run into any unexpected surprises along the way.
Minimum pension limits set to revert to normal levelsMay 17 2023
In response to the COVID-19 pandemic and the subsequent impact on global economies and financial markets, the Government reduced the minimum pension drawdown rate for account based and transition to retirement pensions by 50% for the 2019/2020 and 2020/2021 financial years.